Q1 2026 · 13F-HR
SOUTHERNSUN ASSET MANAGEMENT, LLCholdings as filed
Filed 2026-05-13 · accession 0001213900-26-055668
$689.9M
Reported value
31
Positions
2026-03-31
Period end
The Brief · SOUTHERNSUN ASSET MANAGEMENT, LLC · Q1 2026
AI · grounded in 13F
SOUTHERNSUN ASSET MANAGEMENT, LLC reduced its position in Advanced Energy Industries Inc AEIS by 61.84%. The fund also trimmed its holdings in Modine Manufacturing Co MOD by 55.60% and The Brink's Co. BCO by 23.88%. On the buy side, the manager accumulated shares of Boot Barn Holdings Inc BOOT by 40.95% and CSW Industrials CSW by 32.34%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 237266101 | DAR | Darling Ingredients Inc. | $48.2M | 6.99% | 780,110 | Common | SOLE |
| 626755102 | MUSA | Murphy USA Inc. | $41.9M | 6.07% | 84,797 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $39.9M | 5.78% | 272,348 | Common | SOLE |
| 546347105 | LPX | Louisiana-Pacific Corp | $35.3M | 5.12% | 485,869 | Common | SOLE |
| 30226D106 | EXTR | Extreme Networks | $34.7M | 5.02% | 2,297,933 | Common | SOLE |
| 53803X105 | LOB | Live Oak Bancshares Inc | $34.2M | 4.95% | 1,033,539 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy Inc | $33.0M | 4.78% | 439,904 | Common | SOLE |
| 109696104 | BCO | The Brink's Co. | $32.8M | 4.76% | 316,643 | Common | SOLE |
| 224441105 | CXT | Crane NXT | $31.8M | 4.61% | 783,808 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $29.7M | 4.30% | 258,377 | Common | SOLE |
| 001084102 | AGCO | AGCO Corp. | $28.7M | 4.15% | 247,276 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $28.0M | 4.05% | 170,520 | Common | SOLE |
| 04247X102 | AWI | Armstrong World Industries Inc | $27.7M | 4.02% | 168,278 | Common | SOLE |
| 258278100 | DORM | Dorman Products Inc | $25.7M | 3.73% | 246,521 | Common | SOLE |
| 292765104 | EPAC | Enerpac Tool Group | $24.2M | 3.51% | 664,874 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $23.9M | 3.46% | 110,286 | Common | SOLE |
| 126402106 | CSW | CSW Industrials | $23.0M | 3.34% | 88,336 | Common | SOLE |
| 858586100 | SCL | Stepan Co | $18.9M | 2.74% | 378,799 | Common | SOLE |
| 45688C107 | NGVT | Ingevity Corp | $17.9M | 2.59% | 251,051 | Common | SOLE |
| 100557107 | SAM | The Boston Beer Co Inc | $17.2M | 2.50% | 74,816 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $15.2M | 2.20% | 47,108 | Common | SOLE |
| 48282T104 | KAI | Kadant Inc | $12.6M | 1.82% | 43,018 | Common | SOLE |
| 885160101 | THO | Thor Industries Inc. | $10.5M | 1.52% | 131,107 | Common | SOLE |
| 00187Y100 | APG | APi Group | $10.3M | 1.50% | 255,298 | Common | NONE |
| 368736104 | GNRC | Generac Holdings Inc | $9.5M | 1.38% | 48,743 | Common | NONE |
| 11133T103 | BR | Broadridge Financial Solutions | $7.4M | 1.07% | 45,254 | Common | NONE |
| 942622200 | WSO | Watsco Inc | $6.8M | 0.98% | 18,646 | Common | NONE |
| 920253101 | VMI | Valmont Industries Inc | $6.6M | 0.96% | 16,597 | Common | NONE |
| 784117103 | SEIC | SEI Investments Co | $5.3M | 0.77% | 67,403 | Common | NONE |
| 688239201 | OSK | Oshkosh Corp | $4.6M | 0.66% | 30,980 | Common | NONE |
| 339750101 | FND | Floor & Decor Holdings | $4.4M | 0.64% | 87,374 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.